Randy Kiessel
Gestionnaire de Portefeuille-Actions chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
Mr. Randall J.
Kiessel is a Senior Vice President, Private Investment Manager & Senior Investment Consultant at Robert W.
Baird & Co., Inc. He is a veteran investment professional with over 30 years of experience in the securities industry.
His areas of expertise include investment consultation and advice with an emphasis on financial planning, portfolio management and estate planning services.
He works closely with individuals, family units and foundations to formulate and establish detailed financial goals and implement the investment strategies to achieve them.
He opened the Traverse City Baird office in 1995 and was instrumental in the establishment of the PIM Program at Baird.
Prior to joining the investment industry, he worked as a Certified Public Accountant.
He was Director of Prudential Securities Training Department in New York.
He has a BS in Accounting and Finance from Northern Michigan University.
He is a charter member of the Traverse City Economic Club and has served as secretary/treasurer and president and is currently serving as Treasurer of the Northwestern Michigan College Foundation Board.
Postes actifs de Randy Kiessel
| Sociétés | Poste | Début |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Gestionnaire de Portefeuille-Actions | 01/05/1995 |
Anciens postes connus de Randy Kiessel
| Sociétés | Poste | Fin |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | - |
Formation de Randy Kiessel
| Northern Michigan University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Prudential Securities | Finance |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
